Portfolio Manager - Financial Services

Key ResponsibilitiesClient Coverage & Relationship Management

• Participate in and prepare for client meetings, including the preparation of supporting materials, portfolio reviews, and presentations.
• Serve as a trusted point of contact for clients, ensuring timely and professional responses to enquiries and requests.
• Communicate portfolio updates, investment decisions, and performance information clearly and effectively.
• Ensure all client actions and follow-up items are tracked and completed efficiently.

Portfolio Management & Implementation

• Assist in the management and monitoring of client portfolios in line with investment objectives, risk profiles, and liquidity requirements.
• Prepare portfolio rebalancing recommendations and implementation proposals.
• Monitor portfolio exposures, cash balances, and asset allocations across multiple asset classes.
• Work closely with senior investment professionals to support portfolio construction and ongoing portfolio management activities.

Trade Execution & Operational Oversight

• Prepare and coordinate trade instructions with banks, custodians, and external providers.
• Monitor the execution process and ensure transactions are completed accurately and within established procedures.
• Follow up on outstanding orders and ensure proper documentation and record keeping.
• Maintain high standards of operational accuracy and compliance with internal controls and approval processes.

Reporting & Data Management

• Review portfolio reporting data and validate the accuracy of holdings, valuations, and performance information.
• Coordinate with custodians, administrators, and service providers to resolve discrepancies and data issues.
• Prepare high-quality client reports, presentations, and investment updates.
• Assist in maintaining comprehensive portfolio records across both public and private investments.

Investment Support

• Conduct portfolio-related analysis and assist with monitoring investment positions across asset classes.
• Contribute to investment research, manager reviews, and due diligence efforts as required.
• Support the investment team with ad hoc analyses relevant to client portfolios and investment opportunities.

We are seeking an individual who combines professionalism, intellectual curiosity, strong execution skills, and a genuine commitment to client service.

The ideal candidate will demonstrate:

• A Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• Approximately 3 to 5 years of experience within a family office, private bank, wealth management firm, external asset manager, or investment advisory environment.
• Excellent communication and interpersonal skills, with the ability to build trusted relationships internally and externally.
• A strong sense of ownership and accountability, with a willingness to take responsibility for outcomes and see tasks through to completion.
• Strong organisational skills and exceptional attention to detail.
• Sound understanding of portfolio management principles and financial markets.
• Advanced Excel skills and confidence working with investment and reporting data.
• Experience using Bloomberg and other financial market tools.
• Familiarity with portfolio reporting systems such as QPLIX, DAPM, or similar platforms would be advantageous.
• Ability to manage multiple priorities while maintaining a high level of accuracy.
• Fluent English, both written and spoken. Additional languages are an asset.
• CFA Level I completed or progression within the CFA Program would be viewed favourably.

Personal AttributesSuccess in this role requires an individual who is:

• Client-centric and service-oriented.
• A collaborative and supportive team player.
• Highly organised and detail-focused.
• Professional, discreet, and dependable.
• Proactive and solution-oriented.
• Adaptable in a dynamic and entrepreneurial environment.
• Committed to maintaining the highest standards of integrity and professionalism.

Why Join?This is an outstanding opportunity to join a respected and growing multi-family office, working closely with sophisticated clients and experienced investment professionals across a broad range of asset classes. The role offers meaningful responsibility, exposure to complex portfolios, and long-term professional development within a highly collaborative culture.